Switching to a new point-of-sale solution can be daunting, especially if you have a lot of inventory to add to your new software. Luckily, you can get started selling with your new PayGo software almost immediately out of the gate!
Note: Are you brand new to PayGo? Use our Quick Start Guide to get step-by-step tips on getting your new software set up!
There are a few steps to getting your new software sale-ready:
First, you’ll want to set up your sales tax rates, to ensure that all of your items are automatically taxed correctly. You will find this feature in your Company Setup, which is accessed via the Admin Central screen.
For more information on setting up your taxes and rates, see How Do I Set My Sales Tax Rate?
Next, you’ll set up your departments. PayGo enables you to organize your inventory in tiers, starting with Departments and then refining further into Classes within your departments, and even further still into Categories within your classes. You can set up your new departments within your Products screen, accessed via the Menu.
For more information on setting up departments, see Adding Departments to PayGo.
Note: Class and Category are not required for Departments to function, so if you don’t have an application for them you don’t have to use them.
Now, you’ll create one product entry within each of your newly-minted departments. You’ll be using this new product entry as a miscellaneous stand-in item for your immediate sales needs. You can add these new items on your central Products screen, accessed via the Menu.
For more information on adding products to your software see Adding Inventory to PayGo With the Inventory Quick Add Screen.
To get your miscellaneous item ready to use, all you have to do is create an Item Name (for instance, Misc. Shoes for a Footwear department, or whatever will suit your needs best), Department the item will be standing in for, and a price. Since this item will cover all products in the department for now, you’ll set the Price at zero. The reasoning for the zero is, if a price hasn’t been specified for an item you will be prompted to manually add a price when the item is added to your Sales Screen.
The price won’t be saved, so you’ll be prompted to add it every time the miscellaneous item is rung up. That way, you can still make sales and keep them organized in your sales reports without having to add every single item in your store first.
For more information on sales, see Making a Sale.
For more information on viewing reports, see PayGo Reports.